Bruce B. Zaret

Bruce B. Zaret, CPA

Bruce Zaret

Partner, Advisory Services
Certified Public Accountant, Texas

Phone:
(972) 448-9232
E-mail:  bruce.zaret@weaverllp.com
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Professional Experience

  • Over 20 years of public accounting and industry experience
  • Focused experience in financial statement and internal audits in the financial services sector - broker/dealers, banks, thrifts, credit unions, non-bank lenders, investment companies and insurance entities
  • Significant due diligence experience in banking and oil & gas acquisitions
  • Led numerous Sarbanes-Oxley and FDICIA readiness and monitoring engagements
  • Led Bank Secrecy Act/Anti-Money Laundering implementation for a major international financial institution
  • Conduct risk assessments for broker-dealers, banks and insurance entities and assist senior management in developing key strategies to mitigate risk in financial, operational and compliance exposure areas
  • Experienced in mergers, acquisitions and divestitures
  • Former Big 4 business assurance manager and former division CFO of an NYSE company

University and Continuing Professional Education

  • Graduate Studies, Financial Management Program, Stanford University Graduate School of Business
  • Bachelor of Science, Accounting, Illinois State University
Professional Awards, Activities and Memberships
  • Member, Texas Bankers Association
  • Member, Baker Tilly – US Financial Institutions Committee
  • Committee Member, Treasury and Programs, Institute of Internal Auditors, Dallas Chapter
  • Board Member, SEC Reporting Group, DFW Chapter
  • Member, Texas Society of Certified Public Accountants (TSCPA), and Dallas Chapter
  • Advisory Board Member, TSCPA Leadership Development Program
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Board Member, Securitization Program for an American Stock Exchange Company
  • Member, Independent Petroleum Association of America (IPAA)
  • Among Outstanding Young Men of America Award